Integrate Copper with SpringEdge
Send information between Copper and SpringEdge automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in SpringEdge for newly created contacts in Copper
Send personalized welcome emails to every new contact in your retail marketing software. This flow will send a welcome email from SpringEdge each time a new contact is created in Copper.
How it works
- The flow triggers when a new person is added in Copper.
- Zoho Flow sends an SMS to the specified mobile number in SpringEdge.
Dispatch a welcome message in SpringEdge for newly created contacts in Copper
Copper + SpringEdge
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Supported triggers and actions
Integrate Copper and SpringEdge using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Lead created
Triggers when a new lead is created
Opportunity created
Triggers when a new opportunity is created
Activity created
Triggers when a new activity is created
Lead updated
Triggers when any detail of an existing lead is updated
Person updated
Triggers when any detail of an existing person is updated
Person added
Triggers when a new person is added
Task added
Triggers when a new task is added
All Actions - Actions are the automated tasks
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Create company
Creates a new company
Add person
Adds a new person
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Create opportunity
Creates a new opportunity
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
Update opportunity
Updates the details of an existing opportunity
Fetch project
Fetches the details of an existing project by name
Fetch person
Fetches the details of a person by email
Fetch company
Fetches the details of an existing company by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Send SMS
Sends an SMS to the specified mobile number
Send unicode SMS
Sends a unicode SMS to the specified recipient
Fetch delivery status
Fetches the delivery status of an SMS using message ID
What is SpringEdge?
SpringEdge is a global messaging platform that offers comprehensive and customized, personalized messaging. It provides two-way messaging, cross platform integration and more.
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Learn more >Zoho Flow has automated all my manual work and helped me reinvest in my business. It ensures all my data is consistent and accurate across all my apps and helps me offer a uniform customer experience. Using Zoho Flow, I'm saving 180 hours and over $10,000/year. It has ensured I can easily scale my business at any time.
Frank Cowell
Founder and CEO, CASIOPE
Zoho Flow is the glue that holds a lot of our business pieces together. It's essential for managing our growth while maintaining the company's agility. We have specific workflows built in Zoho Flow that have a direct impact on customer retention, proving pivotal in keeping our churn rate under 1%.
Sean Rivers
Platform Evangelist, SHARC Energy
Using Zoho Flow, we’re able to tie together different Zoho applications into a cohesive and sophisticated system. It has also enabled SHARC to avoid messy external solutions, like Zapier, that can be a struggle to maintain and create more costs. Zoho Flow directly saved over 400 hours/year of the staff’s time from having to input or interact with the system unnecessarily, and improved accuracy by reducing human error.
Brett Stewart
Senior Project Manager, SHARC Energy
